Improving Alpha: Innovation in Investing, ESG and Technology

Nov 03 2024 25 ep. 39 mins 3
Improving Alpha: Innovation in Investing, ESG and Technology Podcast artwork

The Improving Alpha: Innovation in Investing, ESG and Technology podcast with host Michael Oliver Weinberg, is built to engage with innovative allocators on forward-thinking investment management business strategies and the challenges across alternative investment sectors. Through each of these discussions, we will explore achievements, lessons learned, and future advice for dealing with today’s financial markets. This podcast series is being powered by Vidrio. Learn more at Vidrio.com.

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Improving Alpha: Scott Chan on ‘Gearing Up’ a Collaborative Model to Mitigate Risks and Generate Returns

Nov 03 2024 50 mins  
Last year, we were honored to have Chris Ailman as a guest on the Improving Alpha podcast. Fast forward 12 months, and lightning has struck twice for the Improving Alpha team, as we welcome Scott Chan, the current CIO of CalSTRS, to the guest chair. As the second-largest pension fund in the United States and … Read More Read More

Improving Alpha: Shivaram Rajgopal on Ways to Eliminate Governance Disengagement and Zombie Organizations

Sep 30 2024 42 mins  
If you are a CEO at a large public company, who do you speak with when concerned about strategy, formulation of innovative ideas, or even execution of a plan to scale your business investments? Many believe that unless there’s a large activist event or news story, decision-making is solely your own. Is there a way … Read More Read More

Improving Alpha: Catherine Ulozas on Innovating a Billion Dollar Endowment

Sep 09 2024 38 mins  
Information overload can occur in even the most skilled institutional investor when considering the amount of managers and intelligence competing for their time and attention. How can a leading endowment CIO or portfolio manager navigate the volume of financial statements, capital calls, risk/reward ratios, and more? How can they mentor junior analysts to find the … Read More Rea

Improving Alpha: TC Wilson on Advancing the Practice of Good Medicine through Better Asset Allocation Strategies

Jul 30 2024 36 mins  
Today there’s tremendous focus around the practice of good medicine, the advancement of healthcare innovations, and positive patient outcomes. One company that embodies these characteristics and provides services to the healthcare industry is The Doctor’s Company. The Doctors Company began in 1976 during a crisis period in medical malpractice claims that were skyrocketing. Form

Improving Alpha: Chris Wiggins Exploring and Exploiting the Value of Artificial Intelligence

Jul 08 2024 40 mins  
Allocators face a barrage of ideas and debates around the use of artificial intelligence and large language models, better known as LLMs. How can huge amounts of investor data be transformed and enriched to solve challenges in asset allocations and improve an investment team’s strategy? Better yet, have we accumulated enough ‘scar tissue’ in artificial … Read More Read More

Improving Alpha: Olivier Toubia and the Dark Side of Artificial Intelligence

Jun 24 2024 39 mins  
In an age of artificial intelligence, (AI) many allocators are realizing that humans alone, or software alone, can’t match or exceed the gains that occur when software and human expertise combine. Layer that into the ability of generative AI to do something better, faster, and more cheaply, and investors can begin to see a game-changing … Read More Read More

Improving Alpha: David Teten on the Future of VC Models, Tools for Improving Alpha and the Portfolio Diversification Game

Jun 17 2024 45 mins  
The portfolio diversification game takes a ton of time, energy, effort, and even during the best of times companies that you might be super bullish about can flame out, just as easily as those that are near death, can suddenly rebound. This is certainly the case in areas of venture capital (VC) or angel investing. … Read More Read More

Improving Alpha: Mazen Jabban on the Dangers of Delegating Away Allocator Innovation

Apr 15 2024 31 mins  
Navigating the world of technology innovations as a chief investment officer or portfolio manager is akin to a thrilling game of high-stakes poker or a graceful tango. Your success hinges on your ability to not just welcome incoming innovations but also effectively implement them, enhancing data transparency, boosting portfolio returns, and more. In this episode … Read More Read

Improving Alpha: Karen Yeyinmen on Strengthening the Institutional Investment Toolkit through Action Research

Mar 18 2024 46 mins  
Can a culture of growth and experimentation in institutional investing unlock deeper-level benefits to improving alpha? Would you be able to risk the old conception of yourself or your organization by exploring new forms of action and inquiry to help identify the best talent through due diligence or to combine two cultures post-Merger & Acquisition? … Read More Read More

Improving Alpha: Ciamac Moallemi on the Black Box of Systematic Investing, Bitcoin, and Neural Networks

Feb 25 2024 24 mins  
Is bitcoin a ‘safe-haven’ or still too risky for institutional investors to include as part of a larger portfolio allocation? How is systematic investing changing today with the influence of neural networks and artificial intelligence? Michael Oliver Weinberg, host of the Improving Alpha: Innovation in Investing ESG, and Technology podcast invites Ciamac Moallemi, William von �